Index
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An index is number of stocks that are listed together. The market in which the stocks on an index trade in could be the NYSE (New York Stock Exchange) or LSE (London Stock Exchange). The German DAX and S&P 500 are examples of indexes.
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Equity at Start
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How much money was initially invested.
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Total Value
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The current total value of the portfolio.
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Gain/Loss absolute
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This shows the gain or loss in actual monetary value (in the respective currency).
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Total Gain Loss
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The total profit or loss since start date.
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YTD
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This is the year to date value. How much the portfolio or stock price has increased or decreased since the start of the year.
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Profit Factor
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The amount of return of the overall portfolio, for example a profit factor of 1.7 would mean that for every $1 invested you would be returned $1.70. The profit factor is calculated by dividing the profit from winning trades by the losses from losing trades. A higher profit factor is an indication of less risky investments.
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Trade Count
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The total number of times that trades have been made in a portfolio.
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Average win per trade
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The amount of profit made on average for each trade.
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Standard Deviation
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A stastical measurement of variability. How much the actual result could vary.
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Bear
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When the price of a share or market is expected to fall, it is referred to as being “Bear”.
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Bull
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When the price of a share or market is expected to rise, it is referred to as “Bull”.
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CFD
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A CFD or Contract for Difference is method of trading where the investor has the opportunity to trade a small amount of money with the possibility of bigger gains as well as higher risks and losses using a leverage factor. » Read more here.
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Depot Value
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This is the entire value of the portfolio. The current price of all shares is added to the sum of cash, sometimes there can be cash which is not used to buy any shares. The IC holds the cash until the appropriate time so that it makes best use of the money.
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Free Cash
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The amount of money that is not currently in use, this money would be available to buy stocks.
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Long
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Investors who trade long buy a stock in anticipation of future price increases.
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Short
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Trading short is when you sell a stock in order to buy it back at a later stage for a lower price. (When you sell first and buy later)
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Start Date
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The date that the portfolio was started.
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Stop Level
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A stop level is a market price that is set below the current market price of a given stock. If the current market price meets the stop level then the stock is sold. This helps prevent greater losses by ensuring losing stocks are sold before the share price falls too low.
